SmartOffice | Ebix

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SmartOffice | Ebix

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About

After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most comprehensive solution for running an advisory business. From contact and calendar management to powerful reporting and and investment tracking, SmartOffice helps you grow your book of business and maintain stellar client relationships.

Contacts

https://www.ebixcrm.com/

SmartOfficesupport@Ebix.com

https://www.facebook.com/Ebix1

https://www.linkedin.com/company/ebix

https://twitter.com/EbixSmartOffice

Products / Services

CRM

Contact Management
Calendar Management
Dynamic Reports
Policy & Investment Tracking
Opportunity Tracking
Data Security and Compliance

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 8

Partnership: 0

PreciseFP

Analytics, Compliance, Document Management, Document Management, Financial Planning, Risk Profiling, TAMP

PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online

Integrations: 25

Partnership: 0

Portfolio Pathway

Billing, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...

Integrations: 5

Partnership: 0

Quik!

Content Management, Content Management

Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. Its technology...

Integrations: 1

Partnership: 0

etfile

Document Management, Document Management

etfile was founded in 1996 to meet the growing need for automated enterprise content management and workflow solutions to enable...

Integrations: 1

Partnership: 0

ExamOne

Education

ExamOne is people Dedicated people who understand that behind every paramedical exam and laboratory result there is a person making...

Integrations: 1

Partnership: 0

Express Imaging

Technology

At Express Imaging Services, Inc. we are committed to providing the most efficient, cost effective, medical record retrieval service in...

Integrations: 1

Partnership: 0

FCI

Security

FCI is a NIST-Based Managed Security Service Provider (MSSP) dedicated to the Financial Services Industry. FCI blends best-of-breed technologies, cyber...

Integrations: 3

Partnership: 0

FMeX

Content Management, Content Management, Marketing, Security

FMeX provides access to an organized, searchable and customizable content library, curated as follows: Structured Content – searchable database of...

Integrations: 3

Partnership: 0

FMG Suite

Communication Tools, Marketing

From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with...

Integrations: 4

Partnership: 0

Folio Investing

Broker-Dealer Platforms, Custodian, Portfolio Management, Rebalancing, Time Management, Trading

Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create...

Integrations: 2

Partnership: 0

John Hancock

Financial Planning, Life Insurance, Portfolio Management, Retirement Planning

John Hancock is a company built on trust and integrity. Throughout our rich history which spans more than 150 years,...

Integrations: 1

Partnership: 0

ActiFi

Content Management, Content Management

ActiFi™ is a software and solutions company that creates scalable business execution programs for the financial services industry. ActiFi's proprietary...

Integrations: 30

Partnership: 0

Albridge Applink

Account Aggregation

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...

Integrations: 1

Partnership: 0

American International Group (AIG)

Annuities, Life Insurance, Retirement Planning

With roots that trace back to 1919, we're a global insurance company with operations in more than 80 countries and...

Integrations: 7

Partnership: 0

Constant Contact

Marketing

Constant Contact, an Endurance International Group company and a leader in email marketing since 1995, provides hundreds of thousands of...

Integrations: 5

Partnership: 0

Copytalk

Communication Tools

Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency...

Integrations: 2

Partnership: 0

e-Relationship

Content Management, Content Management

As a leading provider of technology-driven email communication tools for clients and prospects of banks, insurance companies and financial services...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 1

Partnership: 0

Securities America

Broker-Dealer Platforms

Securities America touts on its website that its mission is to foster the independence and success of its advisors by...

Integrations: 10

Partnership: 0

SEI Wealth Platform

Custodial Platforms

The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 1

Partnership: 0

Voya

Broker-Dealer Platforms, Retirement Planning

Voya Financial, Inc. is a retirement, investment and insurance company, which engages in serving financial needs. It operates through the...

Integrations: 9

Partnership: 0

Wealthscape | Fidelity

Custodial Platforms, Portfolio Management, Rebalancing

Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms...

Integrations: 12

Partnership: 0

Asset-Map

College Planning, Financial Planning, Retirement Planning

Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Through Asset-Map, advisors are able to see such data...

Integrations: 13

Partnership: 0

NaviPlan | Advicent

Account Aggregation, Analytics, Financial Planning, Portfolio Management, Retirement Planning, Risk Profiling, TAMP, Tax Planning

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number...

Integrations: 33

Partnership: 0

RightCapital

Account Aggregation, College Planning, Financial Planning, Investment Research, Retirement Planning, Tax Planning

RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

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